Patricia L. Peterson

*** ***** ******, *** ****, NY 10026

212-***-**** acyh79@r.postjobfree.com

Diligent licensed insurance professional (Property & Casualty; Life,

Health, Disability) administrative & bank product, transactional &

extensive liaison experience managing confidential business, financial,

real estate, legal, corporate, personal & family matters. Proven ability to

meet & exceed critical thinking & analysis consistently. Exceptional

organizational, administrative & computer skills; effectively work as a

valued employee with minimal or no supervision. Strong work ethic with a

positive, friendly can-do attitude. Enthusiastic & willing to take on

challenging projects. Highly skilled in:

( Client Support Anticipating Life Events ( Binding Insurance to Resolve

Appropriate Coverage ( Follow-Up Field Underwriting & Supporting

Documentation ( Internal & External Corporate & Client Communications

( Business Development ( Calendar Management & Meeting Coordination (

Office Administration & Management ( Confidential Correspondence (

Gatekeeper Functions ( Editing & Proofreading Financial & Legal Documents

( Event Planning ( Travel Arrangements ( Real Estate Transactions

( Personal Matters ( Ad Hoc Projects

Professional Experience

ROBERT P. RUSSO AGENCY INC., New York 2009-November 2016

Life/Health/Home/Auto Licensed Insurance & Banking Products Representative:

Insurance/Bank Applications, Field Underwriting:

Closing Insurance & Bank Products:

. Binding and service of commercial and personal insurance / banking

products - new raw business and increasing book of business.

. Communications: Extensive phone, email and mail correspondence for

acquisition, continued development of and retaining client base.

. Day to Day Operations: Proprietary and commercially available software

applications, beneficial agency orientation.

. Professional Training: Ongoing via intranet courses and virtual seminars,

corporate workshops and licenses' continuing education.

Office Manager: team coordination of licensing, prioritizing sales and

service, training, liaison between staff and agent, staff and client

base, new business development evolving action plan.

. Training and Orienting Staff: mentoring, product features, presentation

and purpose of needs to be met.

. Liaison: Best agency employee and team practices.

LATHAM & WATKINS, New York, New York 1993-2009

Executive Assistant to Litigation Department Chair: Secured and arranged

all confidential business, financial, personal, and family matters for

Rhodes Scholar high profile attorney.

. Oversaw set-up and operation of a fully operable remote law office for

entire trial team during a 3 week US District Court case. Coordinated

secretarial staff, travel arrangements, phones, fax/printer/copier,

computer equipment and furniture acquisition to provide around the clock

legal access.

. Trained legal assistants during firm's transition from WordPerfect to

Word.

Proactive Initiative:

. Gatekeeping and Communications: Discreetly managed and prioritized all

corporate and personal calls, mail, emails and correspondence with

extensive international client contact. Scheduled teleconferences and in-

office meetings. Took dictation, drafted and edited, proofread all legal

papers, documents and internal, departmental and external, client

correspondence.

. Calendar Management: Maintained extensive business and personal overlay

of partner diary with client meetings, travel, speaking and social

engagements in continually evolving environment. Made conference room

arrangements and restaurant reservations.

. Logistics: Booked extensive foreign and domestic travel, keeping

partners, clients, and staff apprised of current contact locations.

. Financial Liaison: Maintained full communications with tax accountant and

investment banking institutions concerning retirement planning, real

estate purchases, investments, tax return preparation, online trading and

bill payment.

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patricia L. peterson Page Two

. Personal, Domestic and Social Matters: Including passport renewal,

document delivery, management of frequent flier miles, planning

children's parties, managing opera and other subscriptions, scheduling

theatre and concert engagements and ad hoc assignments.

. Technological maintenance and troubleshooting: Coordinated technology

upgrades for desktop and laptop computer, assuring software application

backup. Mastered and implemented new software applications as needed.

HERTZOG, CALAMARI & GLEASON, New York, New York 1992-1993

Legal Assistant to Senior Real Estate Partner & Paralegal

. Prepared complex legal real estate contracts in fast paced environment

with multiple daily closings.

. Closings included: residential buildings sale, commercial leases,

retail corporate and private ownership and management renewals; tax

and investment matters.

. Managed extensive client contact via telephone and written

correspondence.

. Coordinated appointments and arranged catered luncheon meetings.

SANN & HOWE, New York, New York 1989-1992

Legal Assistant to Senior Trusts & Estates Partner

. Drafted correspondence, statements and narratives for partner.

. Corresponded daily to provide personal attention to high net-worth

clients.

. Communication liaison with investment bankers concerning offshore

incorporations, establishment of trusts in connection with private

investment banking, not-for-profit incorporations, tax memoranda &

wills.

. Coordinated conferences and extensive domestic and foreign travel.

. Screened potential clients via telephone and scheduled appointments as

appropriate.

. Streamlined office procedures to increase efficiency and ensure

seamless office operations

THEODORE J. GREENE, P.C., New York, New York 1986-1989

Legal Assistant for Sole Practitioner

Education

Art Students League, New York.

Advanced studio work in drawing, painting and sculpture.

Katharine Gibbs, New York, New York. Speedwriting.

Duffus College, Vancouver, Canada. Legal.

Columbia Basin College, Pasco, Washington. B.A. courses.

EMILY CARR UNIVERSITY OF ART + DESIGN, Drawing, painting and lithography,

Clothing design; interior design, Jewelry design and casting; stained

glass. THE Banff Centre, Painting and drawing. THE NEW SCHOOL'S Parsons

School of Design, Masters Painting Program.

New York Academy of Art, Drawing, anatomy, perspective, painting.

FASHION INSTITUTE OF TECHNOLOGY, Computer animation and architectural

rendering.

SCHOOL OF VISUAL ARTS, New York, Portraiture.

Awards

Honorable Mention, Clay Cast Modeling, Phyllis Harriman Gallery, New York,

New York, 2009

Honorable Mention, Pastel on Paper, Phyllis Harriman Gallery, New York, New

York, 2008

Best in Show, Portraiture, graphite on paper, Phyllis Harriman Gallery, New

York, New York, 2005

Award for Excellence in Watercolor, Mississippi Watercolor Society,

Jackson, Mississippi, 1994

Skills

New York State INSURANCE LICENSES: Life, Health & Disability, Property &

Casualty Personal

. MS Office: Word . Excel . PowerPoint . Outlook

. Carpe Diem . Concur . Deltaview . Interwoven . InterAction

. New York State Notary Public

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